Financial Services & Advisors

Ameriprise Financial

242 S. De Lacey Ave.
Pasadena
Phone: (626)799-2237
Fax Number: (626)548-5985
Contact: Kyle Nakano
Email: kyle.nakano@ampf.com

After being based in Beverly Hills for over a decade and serving the senior and affluent communities, I have moved my practice to Pasadena.  As a fixed-income manager in Beverly Hills, I focused primarily on tax-free investments and creating and managing cash flow for my clients.  As a Certified Financial Planner Professional, I am expanding my services to include full services financial planning and full service investment and retirement planning for business owners, families, and foundations.  I am excited to become a new member of the Pasadena business community and I look forward to working with like-minded business owners and individuals.

Banner Bank

721 E. Union St.
Pasadena
Phone: (626)204-0477
Fax Number: (626)204-0478
Contact: Katherine Hage

We are a business-focused community bank committed to providing truly exceptional customer experiences.

Cetera Advisor Networks

301 E. Colorado Blvd., Suite 400
Pasadena
Phone: (626)795-8896
Fax Number: (626)795-9075
Contact: Colin Mackenzie

Champion River International

55 S. Lake Ave., #530
Pasadena
Phone: (626)696-2136
Website:
Contact: Stephanie Pai

D. A. Davidson & Co.

301 N. Lake Ave., Suite 800
Pasadena
Phone: (626)449-0330
Fax Number: (626)795-6939
Contact: Steve Jackson
Email: pasadena@dadco.com

Financial advice for the long run-since 1935 the people of DA Davidson & Co. have built our business around the individual investor.  Our relationships-with clients, employees and communities-are built on genuine care and mutual respect.  We seek to contribute to those around us, to our communities, and to our region, everyday.

Diversified Securities Inc.

1000 Lakes Dr., Suite 420
West Covina
Phone: (626)712-4920
Fax Number: (626)919-6127
Website: www.divsecs.com
Contact: Howard Raff

Edward Jones Investments-Marengo Ave.

171 N. Marengo Ave.
Pasadena
Phone: (626)744-2740
Fax Number: (888)288-3250
Contact: Arnetta Tolley
Email: arnetta.tolley@edwardjones.com

Encore Financial Freedom Solutions

2245 E. Colorado Blvd., #455
Pasadena
Phone: (626)375-7138
Fax Number: (626)296-0714
Contact: Alvin Ransom
Email: SafeandSecure2011@gmail.com

Free Retirement Plan Review Free Pension Plan Review Life Insurance Annuities Indexed Universal Life Indexed Fixed Annuities

Financial Focus Counseling

1000 Walnut, Suite 219
Pasadena
Phone: (626)396-0405
Contact: Howard Ursettie

Financial focus counseling is dedicated to providing independent straight forward advice on money matters to couples and individuals and businesses. Our goal is to teach, advise and help our clients get their spending under control, develop specific financial goals and actions that allow them to win financially regardless of income, age or stage in life. In addition we assist in evaluating financial decisions to avoid financial mistakes and eliminate the anxiety, stress and trouble that come with financial problems.

First Quadrant

800 E. Colorado Blvd., Suite 900
Pasadena
Phone: (626)795-8220
Fax Number: (626)396-3110
Contact: Valerie Williams

Fisher Benefits Resource Group

733 Orchard Loop
Azusa
Phone: (626)768-2329
Fax Number: (626)793-9632
Website: www.fbrg.com
Contact: Robert Fisher

FM Financial Services Inc.

141 W. Green St.
Pasadena
Phone: (626)577-4444
Fax Number: (626)577-3444
Contact: Brandon Burroughs

Gemlife Financial

225 S. Lake Ave., Suite 300
Pasadena
Phone: (626)676-3766
Fax Number: (626)227-9699
Contact: Gary Ybarra

Here at Gemlife Financial, we are dedicated to helping individuals, families and business owners understand how to reduce risk and minimize their tax burdens before and during retirement. We also help business owners by providing them with solutions that will save them money, time and give them peace of mind. Call us for a Free consultation.

Genesis Financial & Insurance Services

1000 E. Walnut St., Suite 121
Pasadena
Phone: (818)988-9880
Fax Number: (323)417-5074
Contact: Dede Kennedy-Simington

Gopago

65 N. Raymond Ave., Suite 300
Pasadena
Phone: (626)390-2249
Website: www.gopago.com
Contact: Kevin McDonnell

Tablet POS Systems

Gradient Securities

Arden Hill
Phone: (626)437-0871
Contact: Steve Huntley
Email: shuntley@gradientsecurities.com

Green Dot Corporation

3465 E. Foothill Blvd.
Pasadena
Phone: (626)765-2598
Website: www.greendot.com
Contact: Andrew Moss
Email: amoss2@greendotcorp.com

Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking for the masses. Green Dot invented the prepaid debit card industry and is the largest provider of reloadable prepaid debit cards and cash reload processing services in the United States. Green Dot is also a leader in mobile technology and mobile banking with its award-winning GoBank mobile checking account. Through its wholly owned subsidiary, TPG, Green Dot is additionally the largest processor of tax refund disbursements in the U.S. Green Dot's products and services are available to consumers through a large-scale "branchless bank" distribution network of more than 100,000 U.S. locations, including retailers, neighborhood financial service center locations, and tax preparation offices, as well as online, in the leading app stores and through leading online tax preparation providers. Green Dot Corporation is headquartered in Pasadena, Calif., with additional facilities throughout the United States and in Shanghai, China.

Green Owl Consulting

PO Box 421638
Los Angeles
Phone: (323)670-3844
Contact: Tiffany Vergara
Email: tiffany@greenowlconsulting.com

Guardian

100 N. Lake Ave., Suite 201
Pasadena
Phone: (800)913-0945
Fax Number: (800)913-0945
Contact: Helen Mathis

Accounting, Financial Planning, ITINs (Individual Tax Identification Number), SEO Marketing, Staff Services, Vehicle Registration

Harmony Lenise Halley

Pasadena
Phone: (626)319-5305
Contact: Harmony Lenise Halley
Email: GotHarmony3@gmail.com

Professional Life Coach and Wealth Advisor

James H. Howdeshell

West Hollywood
Phone: (909)727-6270
Website:
Contact: James H. Howdeshell
Email: jamey2@mac.com

John Hancock Financial Network

55 S. Lake Ave.
Pasadena
Phone: (626)568-8281
Fax Number: (626)568-8552
Contact: Frederick D. Johnson

LACERA (L.A. Co Employees Ret. Assoc.)

300 N. Lake Ave., Suite 630
Pasadena
Phone: (626)564-6000
Fax Number: (626)564-6699
Website:
Contact: John Nogales

The Los Angeles County Employees Retirement Association (LACERA) administers and manages the retirement fund for the County of Los Angeles. We are the largest county retirement system in the U.S., serving more than 158,000 members. Our membership is comprised of individuals from a diverse range of careers, age groups, and ethnicities - all contributing to the greater welfare of Los Angeles County. LACERA has been providing retirement, disability, and death benefits to eligible County employees, retirees, and their beneficiaries since 1938.

MassMutual Financial Group Greater Los Angeles Chapter

70 S. Lake Ave., Suite 800
Pasadena
Phone: (626)253-1204
Fax Number: (818)735-0510
Contact: Nicholas Poshek

Merchant Cash Express

Studio City
Phone: (818)531-8798
Contact: George Saab

Morgan Stanley

55 S. Lake Ave., Suite 700
Pasadena
Phone: (800)488-1240
Fax Number: (626)397-4039
Contact: Cynthia Newman

Financial Services & Advisors

Phillips, Fractor & Company LLC

750 E. Walnut St.
Pasadena
Phone: (626)744-3540
Website: www.rule26.com
Contact: Ross Selvidge
Email: info@rule26.com

Phillips, Fractor, and Company is your expert solution for economic, financial, statistical, managerial, valuation, accounting, and complex analyses.  We are a boutique litigation support and consulting firm that specializes in providing creative, effective solutions tailored to our clients' unique analytic and research needs.  Our team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields.  We draw on economic theory, statistical analysis, survey research, mathematics, computer science, and business theories and best practices to conduct high quality research based on appropriate methodology to give precise insights into our clients' specific research problems. Because of our multidisciplinary and methodologically rich backgrounds, we excel at solving problems that are too difficult or complex for other research firms.

Primerica Inc.-John Leano

1110 E. Green St., Suite 400
Pasadena
Phone: (626)381-9463
Fax Number: (626)463-1463
Contact: John Leano

Quest Financial Services

1971 Monte Vista St., 1st Floor
Pasadena
Phone: (626)792-7363
Contact: Allen H. Clason
Email: allenclason@quest4cash.biz

QUEST FINANCIAL SERVICES focuses on the commercial lending needs of companies in manufacturing, distribution and service industries. Invoices, purchase orders, inventory and real estate may be used to support these lending needs. Leasing programs are available for equipment used in offices, manufacturing, warehousing, and transportation [commercial and personal use].

Retirement Benefits Consulting

601 S. Glenoaks Blvd., Suite 405
Burbank
Phone: (818)668-8444
Fax Number: (818)668-8388
Contact: Liz Schiller

Achieve your hopes and dreams -- at least the ones that cost money! Plan for short, medium and long range goals and protect your family. Individuals, families and small and medium sized businesses.

Revolution Financial Management

600 N. Rosemead Blvd., Suite 109
Pasadena
Phone: (310)365-0326
Contact: Darrell Benton
Email: darrellb1953@yahoo.com

Robert Hall & Associates

300 W. Glenoaks Blvd., #200
Glendale
Phone: (818)242-4888
Fax Number: (818)242-1060
Contact: Enzo Ricciardi

"Since 1971, Robert Hall & Associates has built a reputable track record helping individuals and businesses of all sizes with day-to-day accounting and tax issues.Our mission is to provide clients with innovative, yet practical solutions that will improve profitability, anticipate needs, and provide our clients with the highest level of customer service.With over 45 years of professional tax experience, we can identify a number of deductions to help you save on individual and business taxes."

Samuel Chun-Merchant Processing Services

Pasadena
Phone: (818)600-2053
Fax Number: (626)365-1257
Contact: Samuel Chun
Email: sam@scbusinesssolution.com

"Providing innovative products and technology to help small business increase profits.  In house customer support 24-7/365 service with lowest prices on equipment, software and complete transparency with pricing.



A+ BBB accredited business rating "

Shuster Financial Group, LLC

225 S. Lake Ave., Suite 600
Pasadena
Phone: (626)578-0816
Fax Number: (626)792-7567
Contact: Mark Shuster

Stanislawski & Company, Inc.-A Certified Public Accounting & Business Consulting Firm

729 Mission St., Suite 100
South Pasadena
Phone: (626)441-0330
Fax Number: (626)441-3933
Contact: Charles G. Stanislawski

Are you looking for a firm large enough to offer a full array of accounting, taxation, consulting, and business management services, but small enough to know you on a personal level? Then look no further. Stanislawski and Company, Inc. started over 50 years ago as a small operation, and has grown today to include numerous CPA's and Enrolled Agents with Master Degrees in Taxation, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, business management or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.

Stratz & Company

180 S. Lake Ave., Suite 400
Pasadena
Phone: (626)799-5151
Fax Number: (626)799-5140
Contact: Tim Stratz

Many people turn to us during times of transition: getting married, having children, changing careers, recently widowed, getting divorced, college planning, downsizing and retiring. We listen, ask questions, and work together to create an individualized strategy designed to meet their needs. We can help you, too. LFS-1631340-102816

TD Ameritrade Inc.

2 N. Lake Ave., Suite 100
Pasadena
Phone: (626)744-5939
Fax Number: (626)744-5935
Contact: Matthew Crow

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or www.amtd.com for more information.

TitleMax

558 N. Lake Ave.
Pasadena
Phone: (626)844-7141
Fax Number: (626)844-7612
Website: www.titlemax.com
Contact: Kristi Postma
Email: TM-Pasadena-CA1@titlemax.com

With over 1500 locations nationside, and as one of the nation's largest car title lending companies, TitleMax has streamlined the title loan process to be fast and simple without credit checks.  It only takes about 30 minutes to put cash in your hands, when other lenders may take hours or even days.  We will strive to provide the best title loan experience.

Trusted Choice Agents of Burbank, Glendale, Pasadena

La Crescenta
Phone:
Contact: Rick Dinger

Trusted Choice Agents of Burbank, Glendale and Pasadena are insurance and financial services firms. They represent multiple insurance companies, offering individuals and business owners a variety of coverage choices, customized insurance plans to meet specialized needs as well as advocacy support. These firms adhere to a pledge of performance, committing them to providing excellent customer service. For more information, go to www.TrustedChoice.com.

UBS Financial Services Inc.

200 S. Los Robles Ave., Suite 600
Pasadena
Phone: (626)449-1501
Website: www.ubs.com
Contact: Donald L. Gorsch

Assets Management, Brokerage & Financial Planning

Wells Fargo Advisors

225 S. Lake Ave., Suite 700
Pasadena
Phone: (626)449-7406
Fax Number: (626)449-1532
Contact: Jeff Scofield

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. We also provide asset preservation strategies such as life insurance, long term care, and disability insurance. Contact me if you'd like me to help you develop strategies to meet your specific financial goals.

Western Asset Management Co.

385 E. Colorado Blvd., Suite 250
Pasadena
Phone: (626)844-9400
Fax Number: (626)844-9450
Contact: Bruce Alberts

World Financial Group

1460 N. Lake Ave., Suite 105
Pasadena
Phone: (818)254-5999
Website:
Contact: Yervand Arjoyan
Email: arjoyanmail@yahoo.com